Frequently Asked Questions

To email single customers invoices from BUSY, you need to follow these steps:
 Step 1: Open BUSY and select the company you want to work with. Then, go to the Print / Email / SMS tab and click on Print Utilities.
 Step 2: Select the Invoice / Documents option and choose the voucher type which you want to print such as Sales Invoice, Purchase Invoice, etc.
 Step 3: Select the Account master range as one and enter the customer name.
 Step 4: You can also filter the invoices by Item & Material Centre. You can select One, Group, ALL, or Selected.
 Step 5: Enter the date range for the invoices you want to email and choose your printing format.
 Step 6: Click on Email and then Sent To Party the email address will picked up from the party master.
 Step 7: You can also enter the email id if not mentioned in the party master.

To configure BUSY to send emails, you need to follow these steps:
 Step 1. Open BUSY and go to the Configuration menu.
 Step 2. Select Email Configuration from the options.
 Step 3. Enter your email address and password in the provided fields.
 Step 4. Choose the email service provider you are using (e.g., Gmail, Outlook).
 Step 5. Enter the SMTP server and port details for your email provider. You can find these details in the email settings of your email account.
 Step 6. Enable SSL/TLS encryption if required by your email provider.
 Step 7. Save the settings and test the email configuration by sending a test email.
 If you are still unable to send emails, make sure that your internet connection is stable and that your email account is properly set up. You may also need to check your firewall or antivirus settings to ensure they are not blocking the software from sending emails.

The process for emailing invoices to customers directly from BUSY are as under : 
 First, make sure your email settings in BUSY are set up correctly.
 Step 1. Go to the Administration menu and click on Configuration.
 Step 2. Choose Voucher series Configuration and select the sales series you want to configure for email settings after saving an invoice.
 Step 3. After selecting the series, click on the Voucher Configuration button.
 Step 4. Enable the Send E-Mail after saving option by selecting Y and then click Save to save the configuration.
 Step 5. Create an invoice by going to the Sales option under the Transaction menu.
 Step 6. Save the invoice, and BUSY will prompt you to send an email.
 Step 7. Click Yes to send the email to the customer.
 Step 8. Choose the email format you want to use, and click the Email button to send the email to the customer.

BUSY does not have built-in integration with WhatsApp. If you are encountering errors when trying to connect to WhatsApp from within BUSY, it's important to note that this functionality may not be available in the software.
 Step 1 : Check the Whatsapp API Configuration . 
 Step 2 : Check theYoutubeLink of Whatsapp App Configuration - https://www.youtube.com/watch?reload=9&v=y7S4R26Tvgw
 Step 3 : Ensure that your computer meets the system requirements for the WhatsApp integration feature in BUSY.
 Step 4 ; Make sure you have a WhatsApp Business account set up and verified.
 Step 5 : Double-check the integration settings within BUSY. 
 Step 6 ; Ensure that your computer has an active and stable internet connection
 Step 7 : Check if your firewall or security software is blocking the connection to WhatsApp's servers. 
 Step 8 : If possible, try configuring the WhatsApp integration on a different computer or device to see if the issue persists.

BUSY handles email errors and allows for the resending of emails from the offline emails folder. It appears that BUSY has a built-in feature that allows users to access and resend emails that encountered errors and were saved in the offline emails folder.
 Step 1 ;Access the Configuration Menu: Open BUSY and navigate to the Configuration or menu
 Step 2 :Select this option to access the offline emails folder.
 Step 3 ;In the offline emails folder, you should see a list of emails that encountered errors and were saved. These emails may be organized by date. Locate the specific email you want to resend and select it.
 Step 4 :nce you've selected the email you want to resend, look for an option to resend it. This option may be labeled as Resend.
 Step 5 : After reviewing and confirming the email, initiate the resend process. The email should be sent to the intended recipient.

BUSY handles email errors and allows for the resending of emails from the offline emails folder. It appears that BUSY has a built-in feature that allows users to access and resend emails that encountered errors and were saved in the offline emails folder.
 Step 1 ;Access the Configuration Menu: Open BUSY and navigate to the Configuration or menu
 Step 2 :Select this option to access the offline emails folder.
 Step 3 ;In the offline emails folder, you should see a list of emails that encountered errors and were saved. These emails may be organized by date. Locate the specific email you want to resend and select it.
 Step 4 :nce you've selected the email you want to resend, look for an option to resend it. This option may be labeled as Resend.
 Step 5 : After reviewing and confirming the email, initiate the resend process. The email should be sent to the intended recipient.

BUSY does not have built-in integration with WhatsApp. If you are encountering errors when trying to connect to WhatsApp from within BUSY, it's important to note that this functionality may not be available in the software.
 Step 1 : Check the Whatsapp API Configuration . 
 Step 2 : Check theYoutubeLink of Whatsapp App Configuration - https://www.youtube.com/watch?reload=9&v=y7S4R26Tvgw
 Step 3 : Ensure that your computer meets the system requirements for the WhatsApp integration feature in BUSY.
 Step 4 ; Make sure you have a WhatsApp Business account set up and verified.
 Step 5 : Double-check the integration settings within BUSY. 
 Step 6 ; Ensure that your computer has an active and stable internet connection
 Step 7 : Check if your firewall or security software is blocking the connection to WhatsApp's servers. 
 Step 8 : If possible, try configuring the WhatsApp integration on a different computer or device to see if the issue persists.

The process for emailing invoices to customers directly from BUSY are as under : 
 First, make sure your email settings in BUSY are set up correctly.
 Step 1. Go to the Administration menu and click on Configuration.
 Step 2. Choose Voucher series Configuration and select the sales series you want to configure for email settings after saving an invoice.
 Step 3. After selecting the series, click on the Voucher Configuration button.
 Step 4. Enable the Send E-Mail after saving option by selecting Y and then click Save to save the configuration.
 Step 5. Create an invoice by going to the Sales option under the Transaction menu.
 Step 6. Save the invoice, and BUSY will prompt you to send an email.
 Step 7. Click Yes to send the email to the customer.
 Step 8. Choose the email format you want to use, and click the Email button to send the email to the customer.

Steps to configure email in BUSY.
 Step 1: Go to administration menu and select configuration option.
 Step 2: In configuration option select email configuration.
 Step 3: From email configuration option select send directly option from email sending options.
 Step 4: In next step in report sending select pdf option.
 Step 5: In server configuration option mention smtp server name as smtp.gmail.com if have gmail id.
 Step 6: Then mention email id and app password in it.
 Step 7: After that metion from name and reply to id.
 Steps to generate the app password in BUSY.
 Step:1 Login your mail id. 
 Step:2 Select the manage your google account. 
 Step:3 Select the security option. 
 Step:4 Navigate to 2 step verification and turn on it. 
 Step:5 Then drag your cursor to the bottom and generate app password. 
 Step:6 Copy that password and mention in email configuration in the BUSY.

To configure email options for invoices in BUSY, follow the steps below: 
 Step 1: Verify that your organization is using the Standard or Enterprise edition of BUSY. 
 Step 2: Navigate to the Administration Menu->Configuration->Email Configuration to Configure Email configuration. 
 Step 3: Now Navigate to the Administration Menu->Configuration->Voucher Series Configuration. 
 Step 4: Select the specific voucher type for which you want to configure email invoices. 
 Step 5: Select the desired voucher series related to the chosen voucher type and Click on Voucher Configuration 
 Step 6: Under the Voucher Configuration settings, locate the option to "Sent Email after saving." and Enable this option to trigger email notifications for the voucher series. 
 Step 7: Next, specify the format in which you want to send the invoices via email. 
 Step 8: Save Voucher Configuration. 
 
 If the issue persists, contact to customer support on 8282828282 for assistance.